Client DMP Management

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The Client DMP Management Module permits users to rapidly access client data based on a wide variety of criteria. Upon selecting a client view you will be provided with a comprehensive summary of activity including selected current services, future and past appointments, and an action list.

DMP management pages enable users to rapidly determine the status of a client’s DMP and easily make appropriate changes. This module provides all critical information and features required for quick processing of client inquiries and any alterations.


 Feature  Benefit
All pertinent client info available on one page (services, appointments, notes, etc.) Allows for rapid determination of client suitability at a glance and ensures that critical client issues are not missed
Client lookup by various criteria (customer number, name, SSN, phone, city, zip code) Enables rapid client look-up and displays all matches to locate the exact match sought
Requires only name, address, and phone number to establish client identity Rapid client definition saves valuable call center representative call times
Provides at-a-glance view of current DMP status, including creditor standing, payment history and funds on hold Enables rapid determination of the current DMP status
Modifies existing client accounts and adds new accounts Allows modification of individual client DMP accounts as necessary - modifications are designed to meet the personal needs of each client
Comprehensive audit trail of changes Provides thorough DMP change tracking
Includes tracking and fee collection for non- DMP services Increases revenue base through support of other services. Integrating fee processing into standard payment processes reduces business costs
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